https://www.be-the-investor.com/news/treasury-yields-steady-as-trump-strikes-diplomatic-tone-on-iran-ahead-of-midterms-uo9pti2026-10-11T12:17:14.279ZBe The Investoren2026-10-11T12:17:14.075ZTreasury Yields Hold Near Multi-Decade Highs as Oil Risk Easeshttps://www.be-the-investor.com/news/tokenization-could-unleash-tens-of-billions-of-dollars-in-trapped-capital-nasdaq-ceo-says-1to6572026-10-11T12:17:14.279ZBe The Investoren2026-10-11T12:17:14.075ZTokenized Collateral Moves From Pilot Projects Toward Market Plumbinghttps://www.be-the-investor.com/news/the-indian-billionaire-investing-in-trump-and-apos-s-refinery-project-is-also-buying-more--l0bxji2026-10-11T12:17:14.279ZBe The Investoren2026-10-11T12:17:14.075ZReliance’s Venezuelan Crude Bet Plays to Jamnagar’s Complexityhttps://www.be-the-investor.com/news/inside-india-newsletter-food-crisis-economic-shock-ahead-as-india-braces-for-el-ni-o-9q70jx2026-10-11T14:25:53.870ZBe The Investoren2026-10-11T14:25:53.619ZIndia’s El Niño Shock Threatens Rural Demand Through Food Inflationhttps://www.be-the-investor.com/news/google-brings-agentic-ai-to-gemini-starting-with-businesses-4o1f0k2026-10-11T12:17:14.279ZBe The Investoren2026-10-11T12:17:14.075ZGoogle’s Universal Gemini Agent Tests Enterprise AI Economicshttps://www.be-the-investor.com/news/e-on-next-deal-to-buy-ovo-energy-leaves-uk-with-just-big-three-energy-suppliers-lbfyzw2026-10-11T12:17:14.279ZBe The Investoren2026-10-11T12:17:14.075ZE.ON’s OVO Takeover Rebuilds Britain’s Energy Market Around Scalehttps://www.be-the-investor.com/news/aaoi-lite-cohr-aaoi-poet-rise-overnight-after-lumentum-ceo-says-optical-parts-are-complete-tcle3c2026-10-11T12:17:14.279ZBe The Investoren2026-10-11T12:17:14.075ZOptical Supply Tightens Through 2028—But AAOI Must Still Executehttps://www.be-the-investor.com/news/aaoi-applied-optoelectronics-surges-6-as-600m-share-sale-program-closes-lumentum-sits-out--32bwmm2026-10-11T12:17:14.279ZBe The Investoren2026-10-11T12:17:14.075ZAAOI’s $600 Million Equity Raise Buys Capacity at a Dilution Costhttps://www.be-the-investor.com/news/googl-spacex-built-an-ai-business-its-best-customers-are-grok-s-competitors-r2azb72026-10-11T12:17:14.279ZBe The Investoren2026-10-11T12:17:14.075ZSpaceX’s AI Compute Business Grows Fast—Alongside a Huge Capex Bethttps://www.be-the-investor.com/news/delta-air-lines-cuts-2026-forecast-on-fuel-surge-but-ceo-says-demand-is-still-strong-b6pzjh2026-10-11T12:17:14.279ZBe The Investoren2026-10-11T12:17:14.075ZDelta Cuts 2026 Profit Outlook as Fuel Overwhelms Strong Demandhttps://www.be-the-investor.com/news/living-with-mom-and-trading-on-margin-the-regular-investor-gets-in-on-wall-street-and-apos-24gc042026-10-11T14:25:53.870ZBe The Investoren2026-10-11T14:25:53.619ZRecord Margin Debt Raises Forced-Selling Risk, Not a Market-Timing Signalhttps://www.be-the-investor.com/news/aapl-apple-shares-fall-1-9-following-reported-cuts-to-iphone-18-pro-component-orders-6wskbt2026-10-11T12:17:14.279ZBe The Investoren2026-10-11T12:17:14.075ZApple’s Reported iPhone 18 Pro Order Cuts Need Contexthttps://www.be-the-investor.com/news/treasury-and-apos-s-bessent-hires-trump-and-apos-s-controversial-former-fed-board-pick-jud-rovbwn2026-10-11T12:17:14.279ZBe The Investoren2026-10-11T12:17:14.075ZJudy Shelton’s Treasury Role Matters Most for Currency Policyhttps://www.be-the-investor.com/news/nobel-winner-krugman-says-france-may-have-become-and-apos-too-big-to-save-and-apos-us2eda2026-10-11T12:17:14.279ZBe The Investoren2026-10-11T12:17:14.075ZFrance’s Debt Problem Is Large, but “Too Big to Save” Is Too Simplehttps://www.be-the-investor.com/news/kalshi-traders-see-high-odds-that-more-than-5-100-data-centers-will-be-planned-or-operatin-73lxn32026-10-11T12:17:14.279ZBe The Investoren2026-10-11T12:17:14.075ZA 5,100-Data-Center Bet Says Little Without a Power Definitionhttps://www.be-the-investor.com/news/rddt-reddit-expands-lead-generation-tools-for-b2b-and-b2c-advertisers-kq0ycc2026-10-11T12:17:14.279ZBe The Investoren2026-10-11T12:17:14.075ZReddit’s Lead-Generation Push Targets a Bigger Ad Budgethttps://www.be-the-investor.com/news/aaoi-applied-optoelectronics-has-fallen-hard-for-6-months-this-wall-street-analyst-expects-lhivvx2026-10-11T12:17:14.279ZBe The Investoren2026-10-11T12:17:14.075ZApplied Optoelectronics’ Capacity Ramp Supports Growth—and Raises the Barhttps://www.be-the-investor.com/news/lulu-shake-up-at-lululemon-athleta-s-maggie-gauger-tapped-as-president-g15g0j2026-10-11T12:17:14.279ZBe The Investoren2026-10-11T12:17:14.075ZLululemon’s New Product Chief Inherits an Americas Demand Problemhttps://www.be-the-investor.com/news/be-be-stock-falls-premarket-bernstein-says-bloom-energy-is-already-positioned-for-broader--g5m17q2026-10-11T12:17:14.279ZBe The Investoren2026-10-11T12:17:14.075ZBloom Energy’s Record Quarter Changes the Burden of Proofhttps://www.be-the-investor.com/news/ceg-is-constellation-energy-stock-a-good-fit-for-your-portfolio-risk-prksmh2026-10-11T12:17:14.279ZBe The Investoren2026-10-11T12:17:14.075ZConstellation’s Google Deals Add Duration—and Capital Riskhttps://www.be-the-investor.com/news/len-what-makes-lennar-stock-a-buy-today-d85myx2026-10-11T12:17:14.279ZBe The Investoren2026-10-11T12:17:14.075ZLennar’s Lower Price Strategy Trades Margin for Volumehttps://www.be-the-investor.com/news/len-stocks-making-the-biggest-moves-premarket-constellation-energy-option-care-health-lenn-9tzjso2026-10-11T12:17:14.279ZBe The Investoren2026-10-11T12:17:14.075ZBerkshire’s Lennar Stake Is a Signal, Not an Earnings Forecasthttps://www.be-the-investor.com/news/shein-outsells-british-rival-asos-as-uk-revenue-hits-2-58bn-siwc722026-10-11T12:17:14.279ZBe The Investoren2026-10-11T12:17:14.075ZShein’s UK Growth Came With Slight Margin Compressionhttps://www.be-the-investor.com/news/gld-gdx-and-gdxj-are-3-ways-to-bet-on-gold-the-same-move-can-produce-wildly-different-retu-eq1amn2026-10-11T12:17:14.279ZBe The Investoren2026-10-11T12:17:14.075ZGLD, GDX and GDXJ Are Three Different Risk Exposureshttps://www.be-the-investor.com/news/gold-just-fell-to-a-two-month-low-as-the-fed-signals-another-hike-i90fa72026-10-11T12:17:14.279ZBe The Investoren2026-10-11T12:17:14.075ZGold’s Two-Month Low Reflects a Higher Real-Rate Testhttps://www.be-the-investor.com/news/oil-is-already-at-100-now-a-hurricane-could-shut-down-gulf-production-9ihjw22026-10-11T12:17:14.279ZBe The Investoren2026-10-11T12:17:14.075ZHurricane Isaias Put Gulf Refining, Not Just Oil Wells, at Riskhttps://www.be-the-investor.com/news/trump-administration-targets-microsoft-in-new-immigration-crackdown-vcxm2w2026-10-11T12:59:31.615ZBe The Investoren2026-10-11T12:59:31.471ZMicrosoft’s Immigration Suspension Is More Operational Than Financial—for Nowhttps://www.be-the-investor.com/news/tech-stocks-resilience-has-puzzled-investors-the-options-market-could-hold-some-clues-n3grp62026-10-11T14:25:53.870ZBe The Investoren2026-10-11T14:25:53.619ZOptions Flows Can Cushion Tech Stocks—Until Dealer Hedging Reverseshttps://www.be-the-investor.com/news/ibit-why-bitcoin-futures-funds-like-bito-keep-losing-ground-to-direct-holding-alternatives-xd0t8u2026-10-11T12:59:31.615ZBe The Investoren2026-10-11T12:59:31.471ZBITO Versus IBIT: The Cost of Getting Bitcoin Exposure Through Futureshttps://www.be-the-investor.com/news/pltr-ba-spcx-rklb-rtx-pltr-stock-in-focus-why-barclays-is-overweight-on-aerospace-and-defe-oax5uk2026-10-11T12:59:31.615ZBe The Investoren2026-10-11T12:59:31.471ZDefense and Aerospace Backlogs Support Barclays’ Bullish Call—Execution Still Decides Returnshttps://www.be-the-investor.com/news/btc-metaplanet-sold-10-000-btc-and-bought-11-000-analyst-explains-why-6bq2c32026-10-11T12:59:31.615ZBe The Investoren2026-10-11T12:59:31.471ZMetaplanet’s Bitcoin Round Trip Proved Liquidity at a High Pricehttps://www.be-the-investor.com/news/btc-outflows-from-bitcoin-etfs-surge-as-treasury-yields-rise-u5wsd12026-10-11T12:59:31.615ZBe The Investoren2026-10-11T12:59:31.471ZBitcoin ETF Outflows Rose, but Treasury Yields Do Not Explain Them Alonehttps://www.be-the-investor.com/news/btc-strive-expands-bitcoin-holdings-with-2-000-btc-purchase-vm4ugu2026-10-11T12:59:31.615ZBe The Investoren2026-10-11T12:59:31.471ZStrive’s 2,000-Bitcoin Purchase Raises the Stakes for Common Shareholdershttps://www.be-the-investor.com/news/btc-strategy-adds-334-bitcoin-as-pace-of-buying-slows-mfjydv2026-10-11T12:59:31.615ZBe The Investoren2026-10-11T12:59:31.471ZStrategy’s 334-Bitcoin Purchase Shows Capital Is Shifting Toward STRC Supporthttps://www.be-the-investor.com/news/wall-street-is-pitching-data-centers-as-a-major-real-estate-bet-the-risks-are-piling-up-xzxv5e2026-10-11T12:59:31.615ZBe The Investoren2026-10-11T12:59:31.471ZData-Center REITs Offer AI Rent—Along With Power, Tenant and Financing Riskhttps://www.be-the-investor.com/news/americans-and-apos-debt-problems-are-flashing-a-warning-not-seen-since-the-great-recession-4oaeoc2026-10-11T12:59:31.615ZBe The Investoren2026-10-11T12:59:31.471ZU.S. Household Wealth Rose, but Payment Stress Reached a 15-Year Highhttps://www.be-the-investor.com/news/china-and-europe-agree-to-cut-chinese-hybrid-vehicle-exports-by-half-asilyh2026-10-11T14:25:53.870ZBe The Investoren2026-10-11T14:25:53.619ZEU-China Hybrid Export Plan Still Needs Brussels Approvalhttps://www.be-the-investor.com/news/nba-commissioner-adam-silver-says-he-still-intends-to-get-a-deal-done-with-euroleague-as-h-qe6x8j2026-10-11T12:59:31.615ZBe The Investoren2026-10-11T12:59:31.471ZNBA Europe Still Has Demand, but No EuroLeague Deal Yethttps://www.be-the-investor.com/news/chatgpt-for-teens-is-not-necessarily-safer-than-the-previous-version-common-sense-media-fi-58b6sf2026-10-11T14:25:53.870ZBe The Investoren2026-10-11T14:25:53.619ZChatGPT for Teens Faces a Safety Test—and a Methodology Disputehttps://www.be-the-investor.com/news/nvo-citi-cuts-novo-nordisk-price-target-to-dkk-296-on-limited-margin-growth-outlook-29mhjw2026-10-11T12:59:31.615ZBe The Investoren2026-10-11T12:59:31.471ZNovo Nordisk’s Stable-Margin Plan Makes Revenue Mix More Importanthttps://www.be-the-investor.com/news/trump-created-a-committee-to-dig-into-the-fed-and-apos-s-lisa-cook-what-is-it-and-what-com-o3uae2026-10-11T12:59:31.615ZBe The Investoren2026-10-11T12:59:31.471ZLisa Cook Inquiry Reopens the Fed-Independence Fighthttps://www.be-the-investor.com/news/the-used-car-market-is-stagnant-here-s-how-to-profit-anyway-gzto8f2026-10-11T14:22:02.413ZBe The Investoren2026-10-11T14:22:02.189ZCarMax Options Premiums Reflect a Stagnant Market—and Real Assignment Riskhttps://www.be-the-investor.com/news/batteries-are-now-cheaper-than-natural-gas-turbines-used-at-many-data-centers-y3atjl2026-10-11T14:22:02.413ZBe The Investoren2026-10-11T14:22:02.189ZBatteries Can Beat Gas Peakers on Cost, but Data Centers Still Need Firm Powerhttps://www.be-the-investor.com/news/two-massive-trades-just-happened-in-micron-and-nvidia-what-they-could-mean-for-chips-h0hb972026-10-11T14:22:02.413ZBe The Investoren2026-10-11T14:22:02.189ZMicron and Nvidia Options Trades Show Hedging Demand, Not a Chip Forecasthttps://www.be-the-investor.com/news/amazon-and-others-are-done-keeping-data-center-deals-secret-is-it-enough-to-build-trust-7ihtsd2026-10-11T14:22:02.413ZBe The Investoren2026-10-11T14:22:02.189ZAmazon Drops Data Center NDAs, but Trust Will Depend on Measurable Local Costshttps://www.be-the-investor.com/news/we-can-and-8217-t-help-treating-ai-like-it-and-8217-s-human-but-should-we-qngxvf2026-10-11T14:22:02.413ZBe The Investoren2026-10-11T14:22:02.189ZAI Companions Turn Human-Like Design Into a Consumer-Safety Liabilityhttps://www.be-the-investor.com/news/tesla-renames-and-8216-full-self-driving-and-8217-to-and-8216-tesla-assisted-driving-and-8-p2bai02026-10-11T14:22:02.413ZBe The Investoren2026-10-11T14:22:02.189ZTesla’s Europe Name Change Removes a Regulatory Obstacle, Not Driver Oversighthttps://www.be-the-investor.com/news/a16z-s-olivia-moore-on-the-state-of-consumer-ai-f7dg5t2026-10-11T14:22:02.413ZBe The Investoren2026-10-11T14:22:02.189ZConsumer AI Has Usage, but Its Revenue Still Looks More Prosumer Than Mass Markethttps://www.be-the-investor.com/news/cci-crown-castle-soars-13-as-spacex-s-8-billion-spectrum-buy-keeps-tower-build-option-very-z6z02g2026-10-11T14:22:02.413ZBe The Investoren2026-10-11T14:22:02.189ZCrown Castle’s SpaceX Rally Prices an Option, Not a Tower Contracthttps://www.be-the-investor.com/news/nvax-novavax-and-moderna-shares-fall-as-citi-assesses-vaccine-sector-volatility-gxl19n2026-10-11T14:22:02.413ZBe The Investoren2026-10-11T14:22:02.189ZPlague Headlines Moved Vaccine Stocks, but WHO Evidence Did Not Support a Demand Shockhttps://www.be-the-investor.com/news/ukraine-s-drones-knock-out-ai-data-center-belonging-to-russia-s-google-eoy4o72026-10-11T14:22:02.413ZBe The Investoren2026-10-11T14:22:02.189ZYandex Data Center Strikes Turn Geographic Redundancy Into a Wartime Costhttps://www.be-the-investor.com/news/the-maker-of-non-text-ai-model-jev-valued-at-7-5b-just-weeks-after-launch-o3a2xf2026-10-11T14:22:02.413ZBe The Investoren2026-10-11T14:22:02.189ZTypeSafe’s $7.5 Billion Valuation Prices Jev Adoption Before It Proves Durabilityhttps://www.be-the-investor.com/news/ai-coding-agents-generate-more-code-but-not-more-software-6quor2026-10-11T14:22:02.413ZBe The Investoren2026-10-11T14:22:02.189ZAI Coding Agents Raise Output, but Review Capacity Still Sets Software Throughputhttps://www.be-the-investor.com/news/an-anthropic-ai-model-sent-a-false-homicide-tip-to-philadelphia-police-2bb2u82026-10-11T14:22:02.413ZBe The Investoren2026-10-11T14:22:02.189ZAnthropic’s False Police Tip Shows Why Agent Evaluations Need Hard Sandboxeshttps://www.be-the-investor.com/news/sofi-sofi-co-founder-s-navra-raises-19m-to-link-tradfi-defi-1qn3jk2026-10-11T14:22:02.413ZBe The Investoren2026-10-11T14:22:02.189ZNavra’s $19 Million Round Funds a TradFi-DeFi Bridge, Not a SoFi Catalysthttps://www.be-the-investor.com/news/sofi-sofi-s-next-growth-engine-could-surprise-wall-street-ymohrs2026-10-11T14:22:02.413ZBe The Investoren2026-10-11T14:22:02.189ZSoFi’s Growth Case Depends More on Fee Revenue Than a $25 Price Targethttps://www.be-the-investor.com/news/eth-paxos-brings-3b-usdg-stablecoin-to-arbitrum-pr513u2026-10-11T14:25:53.870ZBe The Investoren2026-10-11T14:25:53.619ZUSDG Lands on Arbitrum, but the $100 Million Incentive Is Only a Proposalhttps://www.be-the-investor.com/news/eth-bitmine-purchases-15-112-ethereum-as-price-strengthens-sixbtx2026-10-11T14:25:53.870ZBe The Investoren2026-10-11T14:25:53.619ZBitMine Adds 15,112 Ether as Its Treasury Nears the 5% Supply Caphttps://www.be-the-investor.com/news/mu-just-do-the-math-meta-s-muse-needs-2-8-billion-compute-to-serve-100-million-users-faceb-z1um6d2026-10-11T14:25:53.870ZBe The Investoren2026-10-11T14:25:53.619ZMeta Muse’s $2.8 Billion Compute Estimate Is a Stress Test, Not Guidancehttps://www.be-the-investor.com/news/trump-created-a-committee-to-dig-into-the-fed-s-lisa-cook-what-is-it-and-what-comes-next-o3uae2026-10-11T14:25:53.870ZBe The Investoren2026-10-11T14:25:53.619ZLisa Cook Inquiry Adds Governance Risk but Does Not Change Fed Policy Yethttps://www.be-the-investor.com/news/these-execs-think-voice-ai-hasn-and-8217-t-reached-its-chatgpt-moment-yet-uqpfmz2026-10-11T14:25:53.870ZBe The Investoren2026-10-11T14:25:53.619ZVoice AI’s Bottleneck Is Reliable Action, Not Humanlike Speechhttps://www.be-the-investor.com/news/microsoft-s-satya-nadella-says-ai-models-need-an-emergency-brake-qte8uw2026-10-11T14:25:53.870ZBe The Investoren2026-10-11T14:25:53.619ZNadella’s AI “Emergency Brake” Is an Architecture Proposal, Not a Producthttps://www.be-the-investor.com/news/apple-discloses-deal-to-hire-team-and-license-tech-from-personalized-podcast-startup-huxe-rrydbl2026-10-11T14:25:53.870ZBe The Investoren2026-10-11T14:25:53.619ZApple’s Huxe Deal Adds AI Audio Talent Without Buying the Companyhttps://www.be-the-investor.com/news/petra-power-looks-to-modernize-energy-for-data-centers-and-defense-vehicles-77yzu32026-10-11T14:25:53.870ZBe The Investoren2026-10-11T14:25:53.619ZPetra Power’s Fuel Cells Address AI Power Constraints, but Deployment Is Years Awayhttps://www.be-the-investor.com/news/cloudflare-acquires-deno-to-improve-its-workers-programming-model-8njo5u2026-10-11T14:25:53.870ZBe The Investoren2026-10-11T14:25:53.619ZCloudflare Buys Deno to Make Workers Easier—and More Portablehttps://www.be-the-investor.com/news/how-supreme-court-justices-are-leaning-in-major-401-k-case-over-private-funds-and-underper-vdpcfz2026-10-11T14:25:53.870ZBe The Investoren2026-10-11T14:25:53.619ZSupreme Court 401(k) Case Turns on Benchmarks, Not Permission for Private Funds